See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,136 | $127,065-42.4% | $113,168-35.4% | $142,382-48.6% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 14.19% | 24.03%-9.8pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,032 | $3,442-41.0% | $2,975-31.7% | $4,299-52.7% |
| Participant deferral / active EE | $2,640 | $5,716-53.8% | $5,107-48.3% | $6,507-59.4% |
| Admin fee / account holder | $976 | $15,736-93.8% | $12,068-91.9% | $12,624-92.3% |